Release 2 – March 3, 2024

   Annual Spring 2024 Lookup Updates

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

Many fields in the Applicant Portal contain predefined answer values that applicants can select; for example, the Country and County fields both have predefined answer values. These values are housed in shared "lookup tables." Periodically, we update these tables to include additional response options.

The new lookup table values include updates to Colleges, Majors, AP courses, ISO subdivisions, and High Schools. Note: updates to accreditation lookup tables (College Accreditation Updates, New Accrediting Agencies, and Updated Accrediting Agencies, etc.) are scheduled to occur during the Fall 2024 Lookup Updates.

These lookup table updates impact the following portals, some of which you may use. If you created a "crosswalk" from our portals to your local data in your SIS/CRM, you may need to update this crosswalk for the newly added options. For guidance on the optimal implementation of the new values, review the Shared Lookup Table Updates page.

• Analytics by Liaison
• API
• Liaison Outcomes
• WebAdMIT

   Student PURL Login

EMP now offers you the option of requiring your contacts to log in before accessing their PURL. The new login page asks for an email address and password, and allows users to request a password if they have not yet created one. New users can use the Click here to get started link to create an account (submit an inquiry form).

This enhancement also offers these added benefits:

• It provides a quicker way for students to access their PURL, as they have fewer Inquiry Form fields to complete.
• It greatly reduces the number of duplicates, as students that do not have an email/password combination in EMP will not be allowed to log in.
• It allows you to create a link that sends students directly to their Events or Application page, either with or without logging in (see screenshot below).

To create a link to your site that requires a login, add /login to your viewbook URL (e.g., http://academy.liaisonedu.com/login).

When creating campaign emails, you can include a viewbook link to the Events or Application page that requires a login by clicking Viewbook Login Links from the Special links menu. To include a link that does not require a login, click Viewbook PURL Links and select the appropriate link there.

Also, to make a page require a password, from the Viewbook builder, enable the option to Make this page require a password.

   Dynamic Email Editor and Dynamic Form Editor Now Inherit Branding

The Dynamic Email and Dynamic Form editors now pull in branding (e.g., text and background colors) configured in your Web Campaign settings.

   Download Emails in EMP

With this enhancement, you can create an email, email template, or email autoresponder and download it to your desktop as an HTML file. If desired, you can use these templates to send to peers for review or testing. You can also upload the email to your CRM.

Enhanced Interface for Evaluators

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

With this update, the following improvements have been made:

• When submitting an evaluation (LOR), the overall impressions dropdown has been enhanced to display all options (“Highest Recommendation”, “Recommend”, etc.)
• A new, separate Save button is now available for evaluators. This allows them to save and continue the LOR without exiting it.

 New Show PDF Option

To allow you to see the default Application PDF quickly, Outcomes now features a Show PDF option in the More Options (three-dot) menu on applications.

Only Registered Sending Domains Can Be Used in Emails

To comply with updated SPAM detection rules, we've modified the domain rules in the Outcomes email settings. Now, if the Sending Domain in your Marketing Settings doesn't match a domain registered with Liaison’s mail service, you'll see an error. Additionally, to avoid mistakes, your domain will automatically fill in when you send an email or create an email template. Contact Liaison for assistance registering new sending domains.

   New User Experience

Behind the scenes, we are working on an overhaul of the Othot application to improve the user experience. We have completed a comprehensive set of user studies and built out the scaffolding for the new application. Over the next few releases, we’ll continue expanding the new workflows and refining them based on your feedback to ensure they meet your needs and improve your experience using Othot.

   Intelligent Names Enhancements

 The platform team delivered two key enhancements for Intelligent Names, which also leverages the Othot platform for data analysis:l

• Export All Records
  This allows us to freeze a set of delivered data at the time of delivery, ensuring a snapshot of records is retained each quarter. Even if records undergo changes during the subscription period, you’ll have a consistent reference point for measuring success in the future.
• Capturing Data Changes
  As of this release, we’ve enabled backend functionality that will allow us to build reporting dashboards that display quarter-over-quarter data changes.

   Additional Enhancements

In each release, we enhance existing features, expand functionalities, and address software bugs. Noteworthy highlights from this round of updates include:

• You can now export goals and custom feature groups via BigQuery.
• We've enhanced the data pre-processing pipelines to improve performance for clients with large datasets or complex queries.

Engage

Version 2403.2

• When checking in, picklist labels now display complete sentences and use generic language (e.g., “Who would you like to meet with?”) For more information, see Managing Engage Meetings.

TargetX Resolved Defects

Applicant Dashboard (Version 2403.0)

• (CL-2103) Submitting a Supplemental form will not revert the Application Status. Previously, starting a Supplemental form reverted the Application Status to a prior value if the value changed while the student was already logged in to the Applicant Dashboard.

Engage (Version 2403.2)

• (CL-2108) Choosing to create a new Contact only creates a single record. Previously, you could click the Continue button multiple times, creating duplicate records.

Events (Version 2403.10)

• (CL-1975) If you don't have any upcoming or previous appointments or interviews, the Appointment Scheduler will accurately show the message, 'You currently have no upcoming [past] appointments or interviews.' Previously, there was a typo in the message.
• (CL-2050) Appointment Scheduler availability is sorted properly. Previously, availability time slots were sorted incorrectly when they were from multiple appointment time ranges.
• (CL-2089) Text formatting displays properly for Events More Information. Previously, when you included bolded text in More Information, it did not display properly.

Online Application (Version 2403.0)

• (CL-2091) Users cannot submit an application without payment when the Enable Payment after Submit is disabled. Previously, you could submit your application without payment even if the Enable Payment after Submit was disabled.
• (CL-2095) The submit confirmation page is displayed after submitting a supplemental form. Previously, you were directed to a payment page after submitting a supplemental form when Enable Payment after Submit is enabled.

TX Forms (Base Version 2403.20)

• (CL-2085) The Confirmation message can now be removed from TX Forms. Previously, deleting the Confirmation message did not work properly.
• (CL-2113) You can access TX Forms in Event Registration on mobile devices and navigate various picklists in the new UI. Previously, when you accessed a TX Form in Event Registration on a mobile device, you encountered large amounts of white space and difficulty navigating picklists.
• (CL-2119) Embedded forms behave as expected. Previously, embedded forms displayed the left panel when it shouldn't, and the Done button appeared and redirected you away from the page. 
• (CL-2121) Unknown School is an available option in the School Picker. Previously, Unknown School was not listed as an option, and users received the message ‘No results found.’

    New Local Status Manager Column Shows When an Email Template is Linked to a Local Status

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact your Account Manager for more information.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

WebAdMIT allows you to link an Email Template with each Local Status, so that you can automatically send an email to applicants upon changing their status. With this enhancement, the Local Status Manager page now includes a column that indicates whether an Email Template is associated with each Local Status.

    New Fields Added to Evaluators Export Field Group

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact your Account Manager for more information.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

With this enhancement, the following fields have been added to the Evaluators field grouping in WebAdMIT exports:

• Program identifier
• Program Name

These fields correspond with the evaluations added via the Program Materials (Quadrant 4) section of the application.